Cypress Wealth Services, LLC
Position in TMO — Thermo Fisher Scientific Inc.
CIK 1721527
PALM DESERT, CA
Position in TMO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$601,632
-$84,543 QoQ
Shares Held
1,200
-14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,670
of 2,606 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Derivatives in TMO
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$310,830
PutShares
704
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Cypress Wealth Services, LLC holds $896,099 across 2 Diagnostics & Research names. TMO ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
1,200 | $601,632 | |
| 2 | IQV |
Iqvia Holdings Inc.
|
1,524 | $294,467 |
All Filings in TMO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,632 | 1,200 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $686,175 | 1,396 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $746,331 | 1,288 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $635,861 | 1,311 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $574,131 | 1,416 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $328,913 | 661 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $393,293 | 756 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $502,897 | 813 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $446,271 | 807 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $459,155 | 790 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $416,139 | 784 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $396,837 | 784 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $409,052 | 784 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $485,879 | 843 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $464,231 | 843 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $407,273 | 803 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $437,340 | 805 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $475,473 | 805 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $537,128 | 805 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $469,061 | 821 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $418,205 | 829 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $406,634 | 891 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $419,667 | 901 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $310,830 | 704 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $257,623 | 711 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $201,639 | 711 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||